Financial advisor John Poulos was fired from Vanguard and stripped of his CFP designation after being arrested for a homicide near Bogota, Colombia. He was caught in Panama on his way to Turkey, according to reports.
Keith Glenfield will take over Hans’ previous position as head of the firm’s Northeast division, while Nancy Fahmy will oversee Glenfield’s Investment Solutions division while also continuing her role heading Alternative Investments.
The private equity pioneer, who died last week by self-inflicted gunshot wound, evokes memories of being generous with both his time and money.
Based on the work of a small cadre of holistic financial planners and therapists, more advisors are tuning in to the psychology of money.
Plan4Life's Elder Planning Specialist Program can help reps deal with the array of issues facing elderly investors, from Medicare planning to long-term care needs.
Be careful of suffocating the freedom of your employees to be themselves and bring their full selves to work.
The Financial Professional Coalition will cater to the “rank-and file” of the industry by offering specific, non-legal assistance for reps and support staff.
The contributions from members of this group resulted in something new and impactful, good or bad, and they are still active in the same or similar role where they continue to have the opportunity to affect the industry.
Rajiv Jain claims to be everything that Cathie Wood isn’t.